A Little About Our Team.

Co-founder, visionary leader, and accountability guru. Jocelyn has 13 years of experience in the financial services industry. She leads Longs Peak’s firm vision and heads our factsheet and pitchbook service line, blending her deep knowledge of investment performance with a sharp eye for design. A self-proclaimed creative geek, Jocelyn brings both performance and presentation to the table — ensuring our materials are not only accurate but also impactful. Passionate about client service and project management, she’s worked with some of the world’s largest financial institutions. After serving as a Manager at Ernst & Young, Jocelyn shifted gears to become a mother, but her heart never fully left her professional path. Helping start Longs Peak was one of the best decisions she’s ever made, as she thrives on leading internal initiatives, challenging the executive team to meet and exceed goals, and developing our team of GIPS standards superstars.